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Wilkinson Global Asset Management’s JPMorgan Chase JPM Stock Holding History

Wilkinson Global Asset Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$81.3M Sell
248,470
-82,769
-25% -$25.7M 6.46% 3
2026
Q1 		$97.4M Sell
331,239
-22,818
-6% -$6.92M 7.42% 2
2025
Q4 		$114M Sell
354,057
-26,878
-7% -$8.32M 7.79% 2
2025
Q3 		$120M Sell
380,935
-12,307
-3% -$3.66M 7.56% 3
2025
Q2 		$114M Sell
393,242
-55,287
-12% -$14.1M 7.17% 2
2025
Q1 		$110M Sell
448,529
-6,879
-2% -$1.75M 6.88% 2
2024
Q4 		$109M Sell
455,408
-33,972
-7% -$7.91M 6.71% 4
2024
Q3 		$103M Sell
489,380
-15,889
-3% -$3.35M 6.22% 4
2024
Q2 		$102M Sell
505,269
-5,614
-1% -$1.1M 6.39% 3
2024
Q1 		$102M Sell
510,883
-23,441
-4% -$4.23M 6.43% 3
2023
Q4 		$90.9M Sell
534,324
-963
-0.2% -$146K 6.27% 4
2023
Q3 		$77.6M Sell
535,287
-3,014
-0.6% -$452K 5.95% 4
2023
Q2 		$78.3M Sell
538,301
-9,963
-2% -$1.37M 5.96% 4
2023
Q1 		$71.4M Sell
548,264
-10,561
-2% -$1.45M 5.65% 5
2022
Q4 		$74.9M Sell
558,825
-7,613
-1% -$965K 6.23% 4
2022
Q3 		$59.2M Sell
566,438
-622
-0.1% -$71.4K 5.33% 7
2022
Q2 		$63.9M Sell
567,060
-15,437
-3% -$1.91M 5.44% 7
2022
Q1 		$79.4M Buy
582,497
+4,342
+0.8% +$641K 5.11% 5
2021
Q4 		$91.6M Buy
578,155
+4,779
+0.8% +$785K 5.07% 5
2021
Q3 		$93.9M Sell
573,376
-5,831
-1% -$914K 5.71% 3
2021
Q2 		$90.1M Buy
579,207
+7,136
+1% +$1.12M 5.32% 3
2021
Q1 		$87.1M Buy
+572,071
New +$82.3M 5.51% 5

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wilkinson Global Asset Management's JPM Position: Q2 2026 in Review

Wilkinson Global Asset Management reduced its JPMorgan Chase (JPM) stake by 25% in Q2 2026, selling an estimated $25.7M and leaving 248,470 shares worth $81.3M. The position accounts for 6.46% of the portfolio, ranked #3.

Wilkinson Global Asset Management first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. The position peaked at $120M in Q3 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wilkinson Global Asset Management held 248,470 shares of JPMorgan Chase worth $81.3M as of Q2 2026.
  • Wilkinson Global Asset Management sold 82,769 JPMorgan Chase shares in Q2 2026, an estimated $25.7M.
  • JPMorgan Chase made up 6.46% of Wilkinson Global Asset Management's portfolio in Q2 2026, its #3 holding.
  • Wilkinson Global Asset Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • Wilkinson Global Asset Management's JPMorgan Chase position peaked at $120M in Q3 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.